Fairway Wealth LLC Wisdomtree Tr U.S Largecap Div Transaction History

Fairway Wealth LLC

$197 Billion
Q3 2024

A detailed history of Fairway Wealth LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Fairway Wealth LLC holds 182,470 shares of DLN stock, worth $14.5 Million. This represents 7.28% of its overall portfolio holdings.

Number of Shares

182,470

Previous 113,141 61.28%

Holding current value

$14.5 Million

Previous $8.23 Billion 74.15%

% of portfolio

7.28%

Previous 4.85%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$71.86 - $78.56 $4.98 Million - $5.45 Million	69,329 Added 61.28%	182,470 $14.3 Billion
Q2 2024 Aug 09, 2024	BUY	$68.68 - $73.31 $790,369 - $843,651	11,508 Added 11.32%	113,141 $8.23 Billion
Q1 2024 Apr 30, 2024	SELL	$65.84 - $72.19 $69,592 - $76,304	-1,057 Reduced 1.03%	101,633 $7.34 Billion
Q4 2023 Apr 24, 2024	BUY	$58.89 - $66.53 $6.05 Million - $6.83 Million	102,690 New	102,690 $6.82 Billion

Others Institutions Holding DLN

# of Institutions

405

Shares Held

36.4M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

More about DLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fairway Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fairway Wealth LLC with notifications on news.

Account

Fairway Wealth LLC Wisdomtree Tr U.S Largecap Div Transaction History